Inspection and Functional Verification in General Machinery

Inspection and Functional Verification in General Machinery

1. Definition of Inspection and Functional Verification

Inspection and Functional Verification is the quality-assurance discipline concerned with confirming that a machine or assembly has been correctly manufactured and assembled in accordance with drawings, specifications, quality standards, and safety requirements, and with verifying that it performs the required functions and achieves the required performance under actual operating conditions.

Inspection primarily confirms:

  • Dimensions

  • Geometry

  • Appearance

  • Assembly condition

  • Wiring condition

  • Piping condition

  • Component specifications

  • Fastening condition

  • Document conformity

Functional Verification confirms:

  • Whether the machine operates in the intended sequence

  • Whether sensors and actuators correspond correctly

  • Whether position, speed, pressure, and temperature are within the required range

  • Whether safety functions operate correctly

  • Whether faults and abnormal conditions are detected correctly

  • Whether performance remains stable during repeated operation

The core purpose of this discipline is:

To demonstrate with objective evidence that the machine is not only complete according to drawings, but also achieves the required function and performance in actual operation.

2. Purpose of Inspection and Functional Verification

The purpose of Inspection and Functional Verification is not simply to find defects.

It also serves to:

  • Confirm design intent

  • Confirm manufacturing quality

  • Detect assembly errors

  • Confirm safety

  • Verify functional completeness

  • Confirm performance level

  • Determine readiness for shipment

  • Prepare for customer acceptance

  • Establish maintenance references

  • Preserve quality history

Inspection is both an activity for detecting quality problems and an approval process for determining whether the product may proceed to the next stage.

3. Distinction Between Inspection, Verification, and Validation

Inspection

Inspection confirms whether a product or assembly conforms to specified requirements.

Main inspection targets include:

  • Dimensions

  • Geometry

  • Appearance

  • Assembly condition

  • Component specifications

  • Labels

  • Wiring

  • Piping

Verification

Verification confirms whether the design output satisfies the defined requirements.

Typical questions include:

  • Was it manufactured according to the drawings?

  • Were the specification requirements implemented?

  • Was the safety circuit constructed according to the design?

Validation

Validation confirms whether the system performs the intended function under actual operating conditions and in the intended environment.

Typical questions include:

  • Does it process the actual product reliably?

  • Does it meet productivity requirements at the installation site?

  • Can the operator use it safely and conveniently?

4. Basic Structure of the Inspection System

An inspection system is generally organized into the following stages:

  1. Incoming inspection

  2. Machining inspection

  3. Subassembly inspection

  4. In-process inspection

  5. Final assembly inspection

  6. Static functional inspection

  7. Dynamic functional inspection

  8. Safety-function inspection

  9. Performance verification

  10. Pre-shipment inspection

  11. Site acceptance inspection

The scope and responsibility of each stage should be clearly defined.

5. Inspection Plan

An inspection plan defines what will be inspected, when it will be inspected, how it will be inspected, and who will perform the inspection.

Main items include:

  • Inspection target

  • Inspection stage

  • Inspection characteristic

  • Measurement method

  • Measuring instrument

  • Sampling method

  • Acceptance criteria

  • Judgment method

  • Recording method

  • Approval authority

The inspection plan should be prepared from the design-review stage.

6. Critical Characteristics

Not all characteristics need to be inspected at the same level.

Items that have a major influence on function or safety may be designated as Critical Characteristics.

Examples include:

  • Spindle runout

  • Linear-guide parallelism

  • Ball-screw alignment

  • Safety-circuit response

  • Pressure-vessel leakage

  • Electrical insulation

  • Emergency stop

  • Product-positioning accuracy

  • Fastening torque

  • Upper temperature limit

Critical characteristics require stricter inspection and more complete records.

7. Sources of Inspection Criteria

Inspection criteria are derived from documents such as:

  • Design drawings

  • Part drawings

  • Assembly drawings

  • Specifications

  • Customer requirements

  • Quality plans

  • Inspection standards

  • Safety requirements

  • Purchase specifications

  • Manufacturer manuals

  • Test procedures

It should be confirmed that criteria from different documents do not conflict.

8. Incoming Inspection

Incoming inspection confirms that externally supplied parts and materials conform to the required specifications.

Inspection items include:

  • Quantity

  • Model number

  • Material

  • Dimensions

  • Appearance

  • Surface treatment

  • Certificates

  • Inspection reports

  • Voltage

  • Pressure rating

  • Port specification

If an error is not detected during incoming inspection, significantly more rework may be required later in the assembly process.

9. Supplier Document Review

The following documents may be reviewed for purchased and subcontracted parts:

  • Material certificates

  • Heat-treatment certificates

  • Plating certificates

  • Welding records

  • Inspection reports

  • Calibration certificates

  • Certification documents

  • Shipment-inspection sheets

The existence of documents does not automatically guarantee actual product quality, so physical inspection should be performed where necessary.

10. Visual Inspection

Visual inspection detects abnormalities that can be identified by observation.

Inspection items include:

  • Scratches

  • Dents

  • Cracks

  • Deformation

  • Rust

  • Contamination

  • Paint defects

  • Plating defects

  • Damaged labels

  • Incorrect orientation

  • Missing parts

Visual inspection should distinguish cosmetic issues that do not affect function from damage that directly affects performance.

11. Dimensional Inspection

Dimensional inspection confirms whether the size and position of parts and assemblies are within specified tolerances.

Main items include:

  • Length

  • Width

  • Height

  • Diameter

  • Hole spacing

  • Depth

  • Center distance

  • Distance from datum surfaces

  • Assembly height

Typical measuring instruments include:

  • Vernier caliper

  • Micrometer

  • Height gauge

  • Bore gauge

  • Depth gauge

  • Coordinate measuring machine

  • Laser measuring instrument

12. Geometric and Form Inspection

Geometric inspection confirms the geometric condition of a part.

Inspection characteristics include:

  • Flatness

  • Straightness

  • Parallelism

  • Perpendicularity

  • Concentricity

  • Cylindricity

  • Circular runout

  • Total runout

  • Position

Geometric tolerances should be inspected in relation to functional datums.

13. Assembly-Dimension Inspection

Even when individual part dimensions are acceptable, the assembled dimensions may differ.

Assembly-dimension inspection may include:

  • Distance between modules

  • Shaft center height

  • Guide spacing

  • Sensor position

  • Product reference position

  • Cover clearance

  • Actuator stroke

  • Working height

It is important to confirm dimensions at the final functional point.

14. Datums and Measurement Coordinate Systems

Inspection results should be measured from clearly defined references.

Required references may include:

  • Master Datum

  • Datum surface

  • Datum axis

  • Origin

  • Machine coordinate system

  • Product coordinate system

If the inspection reference differs from the assembly reference, interpretation of the results may become difficult.

15. Measuring-Instrument Control

Measuring instruments used for inspection should be properly controlled.

Control items include:

  • Calibration status

  • Calibration interval

  • Measuring range

  • Resolution

  • Accuracy

  • Environmental conditions

  • Storage condition

  • Pre-use check

An instrument with expired calibration should not be used for official inspection.

16. Measurement System Analysis

The reliability of the measurement system itself should be evaluated.

Review items include:

  • Repeatability

  • Reproducibility

  • Bias

  • Linearity

  • Stability

  • Measurement uncertainty

If results vary significantly between operators or instruments when measuring the same part, the inspection system should be improved.

17. Sampling Inspection and 100% Inspection

The inspection scope should be determined according to importance and production type.

100% Inspection

Typical applications include:

  • Safety functions

  • Critical fastening

  • Custom-built one-off machinery

  • Leakage testing

  • Electrical insulation

  • Emergency-stop function

Sampling Inspection

Typical applications include:

  • Repetitive production parts

  • Stable suppliers

  • Noncritical visual characteristics

  • Mass-produced items

High-risk characteristics are generally more suitable for 100% inspection than sampling.

18. In-Process Inspection

In-process inspection prevents defects from passing into the next process.

Inspection items include:

  • Datum-surface condition

  • Assembly orientation

  • Positioning

  • Tightening torque

  • Preload

  • Wire numbering

  • Tube numbering

  • Lubrication condition

  • Alignment values

  • Intermediate dimensions

19. Hold Points and Witness Points

Hold Point

A Hold Point is an inspection stage beyond which work cannot proceed without approval.

Examples include:

  • Completion of frame alignment

  • Completion of linear-guide alignment

  • Safety-circuit inspection

  • Pressure test

  • Final inspection before power-up

Witness Point

A Witness Point is an inspection stage that may be observed by the designated party, but may proceed under defined conditions even if that party is not present.

20. Assembly-Condition Inspection

Before and after final assembly, the following should be confirmed:

  • Missing parts

  • Incorrect parts

  • Installation orientation

  • Assembly sequence

  • Interference

  • Cover condition

  • Guard condition

  • Adjustment mechanisms

  • Cable securing

  • Tube securing

21. Fastening Inspection

Fastened joints should be inspected for:

  • Bolt specification

  • Bolt length

  • Presence of washers

  • Tightening torque

  • Tightening sequence

  • Loosening prevention

  • Completion marking

  • Thread damage

  • Protrusion length

Critical joints may require torque records and tool identification.

22. Weld Inspection

Welds should be inspected for structural integrity.

Inspection items include:

  • Weld length

  • Weld size

  • Bead shape

  • Undercut

  • Overlap

  • Porosity

  • Cracks

  • Distortion

  • Missing welds

Where necessary, the following nondestructive tests may be used:

  • Liquid penetrant testing

  • Magnetic-particle testing

  • Ultrasonic testing

  • Radiographic testing

23. Adhesive and Sealing Inspection

Adhesive and sealing joints should be inspected for:

  • Surface preparation

  • Adhesive type

  • Applied quantity

  • Coverage area

  • Curing time

  • Curing temperature

  • Joint gap

  • Missing application

  • Bubbles

  • Leakage

Internal bond quality cannot always be fully determined by visual inspection alone.

24. Press-Fit Inspection

Press-fit joints should be inspected for:

  • Pressing direction

  • Pressing depth

  • Final position

  • Pressing force

  • Displacement

  • Cracks

  • Tilting

  • Rotational resistance

  • Pullout force

A servo press may record the force-displacement curve.

25. Precision-Assembly Inspection

Precision machine assembly should be inspected for:

  • Level

  • Straightness

  • Parallelism

  • Perpendicularity

  • Concentricity

  • Shaft runout

  • Backlash

  • Preload

  • Motion resistance

  • Repeatability

Measurements should be repeated after final tightening.

26. Linear-Guide Inspection

Linear-guide inspection should include:

  • Straightness of the reference rail

  • Parallelism of the secondary rail

  • Height difference between rails

  • Tightening torque

  • Block movement

  • Motion resistance

  • Local binding

  • Lubrication condition

27. Ball-Screw Inspection

Ball-screw inspection should include:

  • Parallelism with the guide system

  • Alignment of the fixed side

  • Alignment of the support side

  • Nut-housing position

  • Axial play

  • Rotational torque

  • Coupling alignment

  • Noise

  • Heat generation

28. Bearing and Spindle Inspection

Main inspection items include:

  • Bearing orientation

  • Fit

  • Preload

  • Lubrication

  • Axial position

  • Rotational torque

  • Radial runout

  • Axial runout

  • Temperature rise

  • Vibration

29. Electrical Inspection

Electrical inspection should confirm:

  • Incorrect wiring

  • Reverse polarity

  • Short circuit

  • Open circuit

  • Grounding

  • Terminal tightening

  • Crimp quality

  • Labeling

  • Cable damage

  • Shielding

30. Point-to-Point Test

A Point-to-Point Test confirms the starting and ending points of each electrical connection.

Inspection items include:

  • Continuity

  • Short circuit

  • Ground fault

  • Wire number

  • Terminal number

  • Connector pin

  • I/O address

  • Both ends of each cable

31. Insulation and Grounding Inspection

Electrical safety inspection may include:

  • Insulation resistance

  • Protective-earth continuity

  • Leakage current

  • Dielectric withstand

  • Polarity

  • Phase sequence

Test conditions should be defined according to product specifications and applicable standards.

32. Control-Panel Inspection

Control-panel inspection should include:

  • Device arrangement

  • Wiring ducts

  • DIN rails

  • Terminal blocks

  • Grounding bars

  • Fans

  • Filters

  • Device spacing

  • Labels

  • Door grounding

  • Spare space

33. Pneumatic Inspection

Pneumatic assembly should be inspected for:

  • Tube routing

  • Valve ports

  • Regulator settings

  • Pressure gauges

  • Flow-control valve direction

  • Fitting tightness

  • Residual-pressure release

  • Kinked tubing

  • Exhaust

  • Labels

34. Leakage Inspection

Leakage inspection may be applied to pneumatic, vacuum, and fluid systems.

Methods include:

  • Pressure-hold test

  • Flow-loss measurement

  • Soap-bubble inspection

  • Ultrasonic inspection

  • Helium leak testing

  • Vacuum-hold test

The allowable leakage rate and test duration should be clearly defined.

35. I/O Check

An I/O Check confirms that sensors and actuators correspond correctly to the programmed addresses.

Input Check

  • Sensor operation

  • Address

  • Logic

  • Polarity

  • Detection position

Output Check

  • Valves

  • Relays

  • Indicator lamps

  • Motors

  • Heaters

  • Buzzers

36. Basic Structure of Functional Verification

Functional verification generally proceeds in the following order:

  1. Confirm static condition

  2. Apply power

  3. Confirm communication

  4. Confirm I/O

  5. Test individual actuators

  6. Test manual operation

  7. Test automatic sequence

  8. Test safety functions

  9. Test abnormal conditions

  10. Test repeated operation

  11. Verify performance

  12. Final approval

37. Inspection Before Power-Up

Before applying power, confirm:

  • Main supply voltage

  • Phase sequence

  • DC polarity

  • Circuit-breaker rating

  • Short circuit

  • Grounding

  • Drive wiring

  • Valve-coil voltage

  • Emergency-stop condition

  • Mechanical interference in moving parts

38. Step-by-Step Power-Up

Power should be applied in stages for safety.

Example:

  1. Confirm main power.

  2. Apply control power.

  3. Start the PLC.

  4. Check the HMI.

  5. Confirm communication.

  6. Apply I/O power.

  7. Apply drive power.

  8. Supply compressed air.

  9. Test actuators.

39. Manual-Operation Functional Verification

During manual operation, each actuator should be tested individually.

Inspection items include:

  • Direction of motion

  • Speed

  • Stroke

  • Sensor position

  • Interference

  • Motor rotation direction

  • Cylinder cushioning

  • Home position

  • Limit position

  • Stop function

40. Automatic-Operation Functional Verification

During automatic operation, the complete operating sequence should be verified.

Inspection items include:

  • Start conditions

  • Product detection

  • Clamping

  • Movement

  • Process operation

  • Completion signal

  • Discharge

  • Repetitive operation

  • Stop conditions

  • Timeout

41. Sequence Verification

Sequence verification confirms the logical connection between each operating step.

Review items include:

  • Previous-step completion condition

  • Next-step entry condition

  • Parallel actions

  • Mutual exclusion

  • Operating time

  • Timeout

  • Interruption condition

  • Restart condition

42. Interlock Verification

Interlocks prevent hazardous or impossible operations.

Verification examples include:

  • Automatic operation prohibited when a door is open

  • Axis movement prohibited until clamping is complete

  • Cylinder operation prohibited when pressure is insufficient

  • Process start prohibited when no product is detected

  • Automatic operation prohibited before homing

  • Drive operation prohibited when a cover is not installed

43. Safety-Function Verification

Safety functions should be verified separately from normal control.

Inspection items include:

  • Emergency stop

  • Door interlock

  • Light curtain

  • Safety mat

  • Safety relay

  • Safety PLC

  • Safe Torque Off

  • Contactor feedback

  • Prevention of restart

44. Emergency-Stop Verification

Emergency-stop testing should confirm:

  • Operation of all emergency-stop buttons

  • Stopping of hazardous motion

  • Power isolation

  • Treatment of residual pneumatic pressure

  • Safety of gravity-loaded axes

  • Required reset

  • Prevention of automatic restart

  • Warning indication

45. Fault Simulation

Abnormal conditions may be intentionally created to verify system response.

Examples include:

  • Sensor disconnection

  • Pressure reduction

  • Communication loss

  • Motor alarm

  • Overtemperature

  • Product jam

  • Door opening

  • Momentary power interruption

  • Emergency stop

  • Home-sensor fault

46. Alarm Verification

An alarm should not merely indicate an abnormal condition; it should also provide information about the cause and recovery method.

Inspection items include:

  • Alarm trigger condition

  • Alarm number

  • Alarm message

  • Fault location

  • Current state

  • Recovery method

  • Reset condition

  • Event logging

47. Recovery-Operation Verification

The machine should be verified for safe recovery after interruption.

Review items include:

  • Interruption position

  • Product condition

  • Axis position

  • Clamp condition

  • Residual energy

  • Manual recovery

  • Automatic recovery

  • Restart condition

  • Prevention of duplicate processing

48. Positioning-Accuracy Verification

Position-controlled machines should be verified for:

  • Absolute positioning accuracy

  • Repeatability

  • Reversal error

  • Backlash

  • Overshoot

  • Settling stability

  • Long-travel error

  • Position-dependent deviation

Where necessary, a laser interferometer, encoder, or external measuring instrument may be used.

49. Speed and Acceleration Verification

Motion axes should be verified for:

  • Maximum speed

  • Constant speed

  • Acceleration time

  • Deceleration time

  • Speed variation

  • Stopping distance

  • Vibration

  • Motor load

50. Pressure and Flow Verification

Pneumatic, hydraulic, and fluid systems should be verified for:

  • Supply pressure

  • Operating pressure

  • Pressure fluctuation

  • Minimum pressure

  • Maximum pressure

  • Flow rate

  • Response time

  • Pressure drop

51. Temperature-Function Verification

Heating and cooling systems should be verified for:

  • Target temperature

  • Rise time

  • Cool-down time

  • Overshoot

  • Temperature uniformity

  • Control stability

  • Sensor accuracy

  • Overtemperature protection

  • Thermal displacement

52. Force and Torque Verification

Pressing, clamping, fastening, and drive functions may require force and torque verification.

Inspection items include:

  • Maximum force

  • Minimum force

  • Holding force

  • Clamping force

  • Pressing force

  • Drive torque

  • Tightening torque

  • Overload protection

53. Vibration and Noise Verification

Vibration and noise during operation indicate assembly condition and machine performance.

Inspection items include:

  • Overall vibration level

  • Specific frequencies

  • Resonance

  • Bearing vibration

  • Motor vibration

  • Structural vibration

  • Noise level

  • Abnormal sound

54. Thermal-Stability Verification

Long-duration operation should confirm whether machine accuracy and performance remain stable.

Inspection items include:

  • Motor temperature

  • Bearing temperature

  • Control-panel temperature

  • Frame temperature

  • Position drift

  • Thermal displacement

  • Change in repeatability

  • Warm-up time

55. Repeated-Operation Test

Repeated-operation testing confirms functional stability and intermittent faults.

Review items include:

  • Number of cycles

  • Continuous operating time

  • Number of stops

  • Restart behavior

  • Sensor repeatability

  • Missing product detection

  • Temperature rise

  • Alarm occurrence

  • Position change

56. Endurance Test

An Endurance Test confirms durability and stability during long-duration operation.

Typical test targets include:

  • Bearings

  • Guides

  • Cylinders

  • Valves

  • Motors

  • Cable carriers

  • Sensors

  • Vacuum pads

  • Fastened joints

Test conditions may include:

  • Speed

  • Load

  • Number of cycles

  • Temperature

  • Pressure

  • Operating duration

57. Productivity Verification

Production equipment should meet the required production capacity.

Inspection items include:

  • Cycle time

  • Throughput

  • Equipment utilization

  • Product changeover time

  • Downtime

  • Rework rate

  • Defect rate

  • Bottleneck process

58. Product-Quality Verification

Machine function should also be verified through the quality of the final product.

Inspection items include:

  • Product dimensions

  • Appearance

  • Position accuracy

  • Assembly strength

  • Leakage

  • Machining quality

  • Repeatability

  • Process capability

59. Actual Product and Dummy Product

Functional verification may use an actual product or a test Dummy Product.

Dummy Product

Advantages include:

  • Safety

  • Reusability

  • Sensor adjustment

  • Initial testing

Actual Product

Purposes include:

  • Final functional confirmation

  • Actual process validation

  • Product-quality confirmation

  • Customer acceptance

60. Boundary-Condition Verification

Functions should be verified not only under normal conditions, but also at boundary conditions.

Examples include:

  • Minimum product size

  • Maximum product size

  • Minimum pressure

  • Maximum pressure

  • Low temperature

  • High temperature

  • Low speed

  • High speed

  • Minimum load

  • Maximum load

61. Worst-Case Test

A Worst-Case Test confirms whether function is maintained under the most unfavorable conditions.

Example combinations include:

  • Maximum load and maximum speed

  • Minimum pressure and maximum friction

  • High temperature and long-duration operation

  • Minimum voltage and maximum load

  • Limit-tolerance product and repeated operation

62. Software and Parameter Verification

Control software and parameter settings are also subject to verification.

Inspection items include:

  • PLC program version

  • HMI version

  • Servo parameters

  • Inverter parameters

  • Network addresses

  • Recipes

  • User authority levels

  • Backups

  • Recovery files

63. User-Interface Verification

The HMI and operator devices should be easy to understand and use.

Inspection items include:

  • Screen layout

  • Button operation

  • Status display

  • Alarm display

  • Language

  • Units

  • Operating authority

  • Prevention of incorrect input

  • Screen transitions

  • Data recording

64. Maintenance-Function Verification

It should be confirmed that the machine can be maintained as intended.

Inspection items include:

  • Accessibility

  • Cover removal

  • Component replacement

  • Cable disconnection

  • Tube disconnection

  • Lubrication

  • Filter replacement

  • Sensor adjustment

  • Restoration of reference position

  • Reassembly

65. Guard and Cover Verification

Guards and covers should prevent access to hazardous areas.

Inspection items include:

  • Fixing condition

  • Gaps

  • Openings

  • Interlocks

  • Rigidity

  • Visibility

  • Required removal tools

  • Maintenance access

  • Warning labels

66. Human-Factors Verification

Operator usability and safety may also be included in functional verification.

Review items include:

  • Working height

  • Reach distance

  • Visibility

  • Operating force

  • Working posture

  • Product loading

  • Product unloading

  • Warning recognition

  • Emergency-stop accessibility

  • Maintenance posture

67. Inspection Result Judgment

Inspection results should be judged according to clearly defined criteria.

Typical judgment categories include:

  • Accept

  • Conditional acceptance

  • Rework

  • Repair

  • Concession acceptance

  • Scrap

  • Reinspection

Judgment authority and approval procedures should be defined.

68. Nonconformance Control

When a nonconformance is found, the following should be recorded:

  • Location of nonconformance

  • Description of nonconformance

  • Required criterion

  • Actual measured value

  • Process where detected

  • Cause

  • Temporary action

  • Final corrective action

  • Reinspection result

69. Rework and Reinspection

After rework, all affected characteristics should be reinspected.

Examples include:

  • Recheck parallelism after guide realignment

  • Repeat Point-to-Point Test after wiring correction

  • Repeat visual and nondestructive inspection after weld repair

  • Recheck position and pullout force after press-fit rework

  • Repeat functional test after program modification

70. Root Cause Analysis

Repeated defects require root-cause analysis.

Areas to investigate include:

  • Design

  • Part tolerances

  • Assembly sequence

  • Work instructions

  • Measurement methods

  • Tools

  • Environment

  • Operator training

  • Suppliers

  • Software

71. Inspection Records

Inspection records may include:

  • Machine number

  • Part number

  • Assembly number

  • Inspection date

  • Inspector

  • Measuring instrument

  • Calibration number

  • Measured value

  • Allowable value

  • Judgment

  • Remarks

  • Approver

72. Functional-Verification Records

Functional-verification records should include:

  • Test item

  • Test condition

  • Input state

  • Output result

  • Measured value

  • Expected result

  • Actual result

  • Judgment

  • Alarm

  • Recovery result

73. Traceability

Traceability allows related parts and processes to be identified when a problem occurs.

Traceability items include:

  • Part lot

  • Serial number

  • Operator

  • Tool

  • Program version

  • Parameters

  • Inspection results

  • Rework history

  • Shipment date

  • Customer installation information

74. FAT

Factory Acceptance Test is an acceptance test conducted at the manufacturing facility before shipment.

Main items include:

  • Appearance

  • Dimensions

  • Function

  • Safety

  • Sequence

  • Productivity

  • Product quality

  • Documentation

  • Options

  • Customer requirements

75. SAT

Site Acceptance Test is an acceptance test conducted after installation at the customer site.

Main items include:

  • Installation condition

  • Electrical power

  • Pneumatic supply

  • Communication

  • Level

  • Site interfaces

  • Actual product

  • Production conditions

  • Safety

  • Training

76. Difference Between FAT and SAT

Category

FAT

SAT

Location

Manufacturing facility

Customer site

Purpose

Confirm completeness before shipment

Confirm operability after installation

Conditions

Controlled test environment

Actual installation environment

Product

Dummy or sample product

Actual product

Interfaces

May be partially simulated

Connected to actual equipment

Result

Shipment approval

Final acceptance

77. Pre-Shipment Inspection

Before shipment, confirm:

  • Functional testing completed

  • Safety inspection completed

  • Alarms resolved

  • Fastening marks applied

  • Lubrication completed

  • Moving parts secured

  • Protective packaging

  • Accessories

  • Spare parts

  • Documentation

  • Program backup

78. Verification Before Transportation

The machine should be checked to prevent damage during transportation.

Inspection items include:

  • Securing of moving parts

  • Axis brakes

  • Protection of precision parts

  • Cable securing

  • Tube protection

  • Sensor protection

  • Rust prevention

  • Moisture protection

  • Center of gravity

  • Lifting points

9. Reinspection After Site Installation

After site installation, the following should be reconfirmed:

  • Base level

  • Frame deformation

  • Axis alignment

  • Supply voltage

  • Grounding

  • Pneumatic pressure

  • Communication

  • Safety circuits

  • Positioning accuracy

  • Functional sequence

80. Customer-Acceptance Documentation

The following documents may be provided during customer acceptance:

  • FAT Report

  • SAT Report

  • Inspection report

  • Electrical schematic

  • Pneumatic circuit diagram

  • I/O List

  • Manual

  • Parts list

  • Spare-parts list

  • Program backup

  • Calibration records

  • Maintenance plan

81. Major Design and Quality Deliverables

Deliverable

Purpose

Inspection Plan

Defines the overall inspection plan

Quality Control Plan

Defines quality-control items for each process

Incoming Inspection Standard

Defines incoming-inspection criteria

In-Process Inspection Sheet

Records in-process inspection results

Final Inspection Checklist

Defines final assembly inspection criteria

Functional Verification Plan

Defines functional-verification scope and methods

Safety Validation Plan

Defines safety-function verification methods

I/O Check Sheet

Records input and output verification results

Leak Test Procedure

Defines leakage-test conditions and acceptance criteria

Performance Test Plan

Defines performance-verification items

Endurance Test Plan

Defines endurance-test conditions

FAT Protocol

Defines the Factory Acceptance Test procedure

SAT Protocol

Defines the Site Acceptance Test procedure

Nonconformance Report

Records nonconformance and corrective action

Final Acceptance Report

Records final approval results

82. Inspection Review Questions

  • Are the inspection criteria clear?

  • Are critical characteristics identified?

  • Is the inspection timing appropriate?

  • Are the measuring instruments suitable for the tolerances?

  • Is calibration status valid?

  • Does the measurement datum match the assembly datum?

  • Are in-process Hold Points defined?

  • Are inspection results recorded?

  • Is there a nonconformance-control procedure?

  • Is reinspection after rework defined?

83. Functional Verification Review Questions

  • Does manual operation function correctly?

  • Does the automatic sequence operate as required?

  • Do interlocks prevent hazardous actions?

  • Does the emergency stop safely stop all hazards?

  • Are alarm and recovery procedures clear?

  • Are abnormal conditions detected correctly?

  • Do position, speed, pressure, and temperature meet the required values?

  • Is performance stable during repeated operation?

  • Has the function been confirmed using the actual product?

  • Have boundary conditions and Worst-Case conditions been tested?

84. Main Causes of Inspection and Verification Failure

  • Unclear requirements

  • Missing inspection criteria

  • Unsuitable measuring instruments

  • Incorrect measurement methods

  • Operator variation

  • Environmental effects

  • Assembly errors

  • Program errors

  • Missing interlocks

  • Insufficient test conditions

  • Missing records

  • Failure to reinspect after rework

85. Conclusion

Inspection and Functional Verification is not merely the final process for checking a completed machine.

It is a quality-assurance system that objectively demonstrates design intent, manufacturing quality, assembly condition, safety functions, and actual operating performance.

The key is to manage the following relationships consistently:

  • Requirements and inspection criteria

  • Design drawings and actual assembly

  • Part accuracy and final function

  • Measured values and measurement uncertainty

  • In-process inspection and final inspection

  • Static inspection and dynamic verification

  • Normal conditions and abnormal conditions

  • Safety circuits and actual hazards

  • Program logic and actual operation

  • Factory testing and site acceptance

  • Nonconformance and reinspection

  • Test results and traceability information

A good inspection system is not one that simply finds many defects.

It is a system that detects incorrect conditions before they create larger problems, demonstrates critical functions and safety with objective data, and allows repeated judgment using consistent criteria.

Through this approach, inspection and functional verification become not a final pre-shipment check, but a standardized quality-assurance process connected to design, assembly, commissioning, acceptance, and maintenance.